据油价网4月24日消息称，非洲的电气化将是清洁能源时代最大的挑战(和机遇)之一。为了建立一个无碳经济，非洲必须“跳过”一个国家经济发展必经的一个阶段。目前，非洲大陆仍有6亿人无法获得能源。但是，非洲领导人没有像其他国家历史上那样寻求廉价而丰富的化石燃料资源来启动经济发展，而是面临着直接跳过尖端绿色技术的必要且几乎前所未有的步骤。
这并不容易。非洲面临着一个具有挑战性的能源三难困境:随着能源需求的增长，他们必须确保能源供应是充足、负担得起而且可持续。随着非洲大陆人口的持续增长，这将是困难的，通过任何一种能源生产——清洁或其他——来满足需求将被证明是一项挑战。预测显示，到2050年，全球四分之一的人口将生活在撒哈拉以南的非洲地区。人口增长加上正在进行的工业化意味着非洲的能源需求预计将在未来十年增加三分之一。到2065年，这将需要将发电能力提高10倍。
好消息是，非洲大陆拥有巨大的可再生能源潜力。非洲大陆丰富的太阳能、风能、水电和地热资源，以及巨大且不断增长的需求，使其成为投资者的首选地，投资者希望在这个肯定会成为快速增长的主要新兴市场的底层投资。外国投资者已经涌入非洲能源行业，试图在这个可能非常有利可图的行业的早期阶段建立影响力。
曹海斌 摘译自 油价网
原文如下：
European Union Pushes Into North African Solar Markets
Electrifying Africa is going to be one of the biggest challenges (and opportunities) of the clean energy era. In order to build a carbon-free economy, Africa has to “leapfrog” over what is normally the next phase of development in a nation’s economic journey. At present, 600 million people across the African continent still lack access to energy. But instead of looking to cheap and abundant fossil fuel sources to kickstart economic development as other nations have historically done, African leaders are facing the necessary and virtually unprecedented step of skipping straight to cutting-edge green technologies.
It’s not going to be easy. Africa faces a challenging energy trilemma: as demand for energy grows, they must ensure that energy supplies are 1) sufficient, 2) affordable, and 3) sustainable. This is going to be difficult as the continent’s population continues to boom, and meeting demand through any kind of energy production – clean or otherwise – will prove to be a challenge. Projections show that by 2050, one in four humans worldwide will be in sub-Saharan Africa. This population growth coupled with ongoing industrialization means that African energy demand is expected to increase by a third over the next ten years. This will necessitate a ten-fold increase in power generation capacity by 2065.
The good news is that the African continent has enormous renewable energy potential. The continent’s richness of resources for solar, wind, hydropower, and geothermal, as well as its enormous and growing demand make it prime real estate for investors looking to get in on the ground floor of what is certain to be a major and fast-growing emerging market. Already, foreign investors are flooding into African energy sectors trying to establish influence in these early days of what could be a very lucrative industry.
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